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Private Advisor Group, LLC: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on SOFI, newest first. How the timeline and the estimate are built.

Private Advisor Group, LLC held 355,655 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 355,655 shares
    Change vs previous 13F +14,793 shares

    0.03% of the 13F portfolio, value $6,376,903.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 340,862 shares
    Change vs previous 13F +47,887 shares

    0.03% of the 13F portfolio, value $5,412,882.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 292,975 shares
    Change vs previous 13F +14,988 shares

    0.04% of the 13F portfolio, value $7,670,089.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 277,987 shares
    Change vs previous 13F -41,662 shares

    0.04% of the 13F portfolio, value $7,344,421.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 319,649 shares
    Change vs previous 13F +40,863 shares

    0.03% of the 13F portfolio, value $5,820,817.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 278,786 shares
    Change vs previous 13F +1,242 shares

    0.02% of the 13F portfolio, value $3,242,290.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 277,544 shares
    Change vs previous 13F -69,292 shares

    0.02% of the 13F portfolio, value $4,274,175.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 346,836 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,726,127.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).